Overview

Always looking for an opportunity to purchase Financial Firm and ease the transition into Retirement for a Financial Advisor/Business Owner by taking over a Wealth Management or Financial Planning Firm. Also interested in merging or working closely with another Financial Firm to create additional Client value if there is synergy and firms can compliment one another.


Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...